Concurrent Investment Advisors, LLC EA SERIES TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
12,701
Previous 12,682 0.15%
Holding current value
$361 Million
Previous $344 Million 4.99%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
19 Added 0.15%
12,701 $361 Million
Q1 2025

Apr 29, 2025
BUY
N/A
12,682 New
12,682 $344 Million
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